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Oracle

2,191 hedge funds and large institutions have $78.3B invested in Oracle in 2022 Q2 according to their latest regulatory filings, with 111 funds opening new positions, 811 increasing their positions, 899 reducing their positions, and 158 closing their positions.

New
Increased
Maintained
Reduced
Closed

12% more call options, than puts

Call options by funds: $1.32B | Put options by funds: $1.18B

9% more funds holding in top 10

Funds holding in top 10: 5459 (+5)

0.11% less ownership

Funds ownership: 42.25%42.13% (-0.11%)

10% less repeat investments, than reductions

Existing positions increased: 811 | Existing positions reduced: 899

3% less funds holding

Funds holding: 2,2662,191 (-75)

15% less capital invested

Capital invested by funds: $92.5B → $78.3B (-$14.2B)

30% less first-time investments, than exits

New positions opened: 111 | Existing positions closed: 158

Holders
2,191
Holders Change
-75
Holders Change %
-3.31%
% of All Funds
36.91%
Holding in Top 10
59
Holding in Top 10 Change
+5
Holding in Top 10 Change %
+9.26%
% of All Funds
0.99%
New
111
Increased
811
Reduced
899
Closed
158
Calls
$1.32B
Puts
$1.18B
Net Calls
+$145M
Net Calls Change
-$167M
Name Holding Trade Value Shares
Change
Change in
Stake
1WA
1326
180 Wealth Advisors
Washington
$593K +$11.1K +152 +2%
FMB
1327
Field & Main Bank
Kentucky
$592K +$439K +6,000 +242%
MCM
1328
Mengis Capital Management
Oregon
$591K +$5.86K +80 +1%
SDWMA
1329
Schneider Downs Wealth Management Advisors
Pennsylvania
$590K
FFN
1330
Focus Financial Network
Minnesota
$590K -$16.5K -225 -3%
BCM
1331
Boltwood Capital Management
California
$589K -$129K -1,760 -17%
FNFDCM
1332
Folger Nolan Fleming Douglas Capital Management
District of Columbia
$589K
CAMG
1333
CWA Asset Management Group
Florida
$589K +$618K +8,436 New
LCM
1334
LCM Capital Management
Illinois
$586K -$39.5K -539 -6%
LJAC
1335
L.J. Altfest & Co
New York
$586K +$73.2K +1,000 +14%
ACA
1336
Atlas Capital Advisors
Wyoming
$586K -$261K -3,559 -30%
SIG
1337
Stonegate Investment Group
Alabama
$584K +$84.6K +1,156 +16%
PFWA
1338
Paces Ferry Wealth Advisors
Georgia
$583K -$73.9K -1,010 -11%
UBV
1339
United Bank (Virginia)
Virginia
$582K
FNBOSM
1340
First National Bank of South Miami
Florida
$580K +$66.7K +911 +12%
ALAM
1341
Asahi Life Asset Management
Japan
$580K +$608K +8,300 New
KOCAA
1342
Knights of Columbus Asset Advisors
Connecticut
$579K +$469K +6,403 +341%
SAM
1343
Strategy Asset Managers
California
$578K -$6.74K -92 -1%
BCA
1344
Bay Colony Advisors
Massachusetts
$578K +$14.6K +199 +3%
PWM
1345
Perigon Wealth Management
California
$577K +$64.8K +885 +12%
PWMAG
1346
Pinnacle Wealth Management Advisory Group
New Jersey
$575K +$163K +2,226 +37%
MA
1347
MONECO Advisors
Connecticut
$572K +$3.73K +51 +0.6%
LFA
1348
Laraway Financial Advisors
Minnesota
$571K -$49.8K -680 -8%
PCS
1349
Personal CFO Solutions
New Jersey
$570K +$15.7K +215 +3%
APA
1350
Astoria Portfolio Advisors
New York
$570K +$39K +533 +7%

ORCL Hedge Fund Activity: Q2 2022 in Review

2,191 of the 5,936 institutional investors tracked by Wall St. Rank reported a position in Oracle (ORCL) for Q2 2022, worth a combined $78.3B — down 15% from $92.5B a quarter earlier.

Sellers outnumbered buyers: 158 funds closed out of ORCL and 111 opened new positions — a net loss of 47 holders — while 899 trimmed existing stakes and 811 added.

The largest buyer was Morgan Stanley, adding an estimated $724M. The largest seller was Loomis, Sayles & Company, cutting an estimated $422M.

  • 2,191 institutional investors held Oracle (ORCL) as of Q2 2022, down from 2,266 in Q1 2022.
  • Funds reported $78.3B of Oracle stock for Q2 2022, down 15% quarter-over-quarter.
  • 111 funds opened new Oracle positions in Q2 2022 and 158 closed out, a net change of -47 holders.
  • The largest Oracle buyer in Q2 2022 was Morgan Stanley, an estimated $724M added.
  • The largest Oracle seller in Q2 2022 was Loomis, Sayles & Company, an estimated $422M sold.

Based on aggregated 13F filings for Q2 2022.